See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,224 | $87,540-60.9% | $75,781-54.8% | $125,391-72.7% |
| Participation rate | 72.2% | 80.2%-7.9pp | 75.8%-3.6pp | 83.2%-11.0pp |
| Annual return | -3.02% | 13.48%-16.5pp | 9.68%-12.7pp | 282.22%-285.2pp |
| Employer contribution / active EE | $9,209 | $3,930+134.3% | $3,323+177.1% | $4,866+89.3% |
| Participant deferral / active EE | $1,550 | $4,229-63.4% | $3,651-57.6% | $5,352-71.0% |
| Admin fee / account holder | $264 | $6,502-95.9% | $5,299-95.0% | $9,540-97.2% |